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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,215 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,993 | $79,089+22.6% | $100,392-3.4% | $74,459+30.3% |
| Participation rate | 98.1% | 79.4%+18.7pp | 81.5%+16.6pp | 67.2%+30.9pp |
| Annual return | 15.24% | 20.61%-5.4pp | 49.45%-34.2pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $10,154 | $3,015+236.8% | $3,941+157.6% | $2,626+286.7% |
| Participant deferral / active EE | $28,872 | $7,747+272.7% | $8,090+256.9% | $4,350+563.8% |
| Admin fee / account holder | $10 | $1,336-99.2% | $7,904-99.9% | $1,945-99.5% |